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- Andrew has a large amount of cash and needs help with a tax-efficient investment strategy
- He requires some capital to start up a new business and is hoping to start a family with his wife
Reader Portfolio
Andrew and Lydia
37 and 35
Description
Pension, Isas, general investment accounts, cash, premium bonds and property
Objectives
Invest business sale proceeds and provide security for family
Portfolio type
Preserving wealth
The hard work is not over when you sell a business. Deciding what to do with the proceeds is challenging, and receiving a large lump sum requires a sophisticated investment strategy.